Resources

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Articles

• Market Commentary – August 9, 2011
• Should You Consider Transferring Your Retirement Fund to a Roth IRA – Coauthored by Walter T. Burke
• 2010 Roth IRA Conversion Letter to All Clients

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Financial Calculators

• How Does Inflation Impact My Standard of Living?
• What Is My Current Cash Flow?
• How Much Should I Be Saving For College?

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Tax Planning Resources

• 2010 Roth IRA Conversion Letter to All Clients (Published February 26th, 2010)
• Tax Planning Letter to All Clients – Part 1 (Published February 13th, 2009)
• Tax Planning Letter to All Clients – Part 2 (Published February 13th, 2009)

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Quarterly Letters

• 2013 First Quarterly Letter to Clients (Published April 9th, 2013)
• 2012 Fourth Quarterly Letter to Clients (Published January 11th, 2013)
• 2012 Third Quarterly Letter to Clients (Published October 11th, 2012)

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